LPL Financial’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $46.3M | Buy |
391,617
+12,699
| +3% | +$1.6M | 0.01% | 1041 |
|
|
2026
Q1 | $42.2M | Buy |
378,918
+60,200
| +19% | +$7.46M | 0.01% | 1001 |
|
|
2025
Q4 | $46.1M | Sell |
318,718
-45,616
| -13% | -$6.06M | 0.01% | 912 |
|
|
2025
Q3 | $48.6M | Buy |
364,334
+28,372
| +8% | +$4.02M | 0.01% | 859 |
|
|
2025
Q2 | $47.7M | Buy |
335,962
+2,379
| +0.7% | +$315K | 0.02% | 779 |
|
|
2025
Q1 | $45.7M | Buy |
333,583
+56,749
| +20% | +$8.73M | 0.02% | 718 |
|
|
2024
Q4 | $45.7M | Buy |
276,834
+63,742
| +30% | +$10.1M | 0.02% | 692 |
|
|
2024
Q3 | $26.6M | Buy |
213,092
+3,186
| +2% | +$368K | 0.01% | 893 |
|
|
2024
Q2 | $24.8M | Buy |
209,906
+25,447
| +14% | +$2.89M | 0.01% | 868 |
|
|
2024
Q1 | $20.7M | Buy |
184,459
+8,134
| +5% | +$858K | 0.01% | 930 |
|
|
2023
Q4 | $16.4M | Buy |
176,325
+11,863
| +7% | +$1.05M | 0.01% | 968 |
|
|
2023
Q3 | $14.8M | Buy |
164,462
+11,239
| +7% | +$945K | 0.01% | 949 |
|
|
2023
Q2 | $11.8M | Sell |
153,223
-5,455
| -3% | -$365K | 0.01% | 1054 |
|
|
2023
Q1 | $10M | Buy |
158,678
+3,708
| +2% | +$248K | 0.01% | 1082 |
|
|
2022
Q4 | $9.89M | Buy |
154,970
+5,241
| +4% | +$311K | 0.01% | 1033 |
|
|
2022
Q3 | $6.96M | Sell |
149,729
-5,553
| -4% | -$305K | 0.01% | 1152 |
|
|
2022
Q2 | $7.53M | Buy |
+155,282
| New | +$8.45M | 0.01% | 1128 |
|
|
2022
Q1 | – | Sell |
-134,940
| Closed | -$9.77M | – | 4184 |
|
|
2021
Q4 | $9.77M | Buy |
134,940
+25,438
| +23% | +$1.84M | 0.01% | 1032 |
|
|
2021
Q3 | $6.74M | Buy |
109,502
+22,442
| +26% | +$1.35M | 0.01% | 1192 |
|
|
2021
Q2 | $5.42M | Buy |
87,060
+2,272
| +3% | +$126K | 0.01% | 1289 |
|
|
2021
Q1 | $3.99M | Buy |
84,788
+5,533
| +7% | +$269K | ﹤0.01% | 1376 |
|
|
2020
Q4 | $3.88M | Sell |
79,255
-4,920
| -6% | -$220K | 0.01% | 1256 |
|
|
2020
Q3 | $3.77M | Buy |
84,175
+8,519
| +11% | +$410K | 0.01% | 1095 |
|
|
2020
Q2 | $3.78M | Sell |
75,656
-16,457
| -18% | -$722K | 0.01% | 1014 |
|
|
2020
Q1 | $3.09M | Sell |
92,113
-4,161
| -4% | -$179K | 0.01% | 953 |
|
|
2019
Q4 | $4.59M | Buy |
96,274
+20,031
| +26% | +$855K | 0.01% | 876 |
|
|
2019
Q3 | $2.88M | Sell |
76,243
-5,276
| -6% | -$192K | 0.01% | 1036 |
|
|
2019
Q2 | $2.8M | Buy |
81,519
+5,065
| +7% | +$161K | 0.01% | 1056 |
|
|
2019
Q1 | $2.16M | Sell |
76,454
-1,253
| -2% | -$35.6K | ﹤0.01% | 1158 |
|
|
2018
Q4 | $1.91M | Sell |
77,707
-4,395
| -5% | -$126K | 0.01% | 1102 |
|
|
2018
Q3 | $2.84M | Sell |
82,102
-18,378
| -18% | -$641K | 0.01% | 974 |
|
|
2018
Q2 | $3.2M | Buy |
100,480
+2,770
| +3% | +$84.7K | 0.01% | 905 |
|
|
2018
Q1 | $2.89M | Buy |
97,710
+483
| +0.5% | +$16.2K | 0.01% | 928 |
|
|
2017
Q4 | $3.25M | Buy |
97,227
+20,005
| +26% | +$627K | 0.01% | 827 |
|
|
2017
Q3 | $2.32M | Buy |
77,222
+15,500
| +25% | +$446K | 0.01% | 907 |
|
|
2017
Q2 | $1.63M | Buy |
61,722
+6,971
| +13% | +$186K | 0.01% | 1054 |
|
|
2017
Q1 | $1.35M | Buy |
54,751
+12,950
| +31% | +$289K | 0.01% | 1061 |
|
|
2016
Q4 | $823K | Buy |
41,801
+11,090
| +36% | +$209K | 0.01% | 1348 |
|
|
2016
Q3 | $557K | Buy |
30,711
+4,595
| +18% | +$80.6K | 0.01% | 1616 |
|
|
2016
Q2 | $385K | Sell |
26,116
-28,041
| -52% | -$460K | ﹤0.01% | 1886 |
|
|
2016
Q1 | $912K | Buy |
54,157
+5,228
| +11% | +$78.4K | ﹤0.01% | 1735 |
|
|
2015
Q4 | $745K | Sell |
48,929
-54,269
| -53% | -$928K | ﹤0.01% | 1914 |
|
|
2015
Q3 | $1.89M | Buy |
103,198
+7,250
| +8% | +$144K | 0.01% | 862 |
|
|
2015
Q2 | $2.11M | Buy |
+95,948
| New | +$2.11M | 0.01% | 879 |
|
|
2014
Q3 | – | Sell |
-7,616
| Closed | -$211K | – | 2699 |
|
|
2014
Q2 | $211K | Buy |
+7,616
| New | +$207K | ﹤0.01% | 2453 |
|
Other funds holding APO
NPT
LPL Financial's APO Position: Q2 2026 in Review
LPL Financial increased its Apollo Global Management (APO) stake by 3.4% in Q2 2026, buying an estimated $1.6M and bringing the position to 391,617 shares worth $46.3M. The position accounts for 0.01% of the portfolio, ranked #1041.
LPL Financial first reported a position in APO in Q2 2014 and has held it in 45 quarters since. The position peaked at $48.6M in Q3 2025. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.
- LPL Financial held 391,617 shares of Apollo Global Management worth $46.3M as of Q2 2026.
- LPL Financial bought 12,699 Apollo Global Management shares in Q2 2026, an estimated $1.6M.
- Apollo Global Management made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1041 holding.
- LPL Financial first reported a position in Apollo Global Management in Q2 2014 and has held it in 45 quarters since.
- LPL Financial's Apollo Global Management position peaked at $48.6M in Q3 2025.
- 1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.